Realty Income Corp
O- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000726728
In the last 90 days, Realty Income Corp insiders filed 0 open-market purchases and 1 sale; 1,465 institutions reported holding it in 13F filings for Q2 2026, worth $46.2B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Realty Income Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,108
- +169 vs. Q3 2021
- Shares held
- 457.6M
- +155.4M (+51.4%) vs. Q3 2021
- Total value
- $32.7B
- +$13.1B (+66.6%) vs. Q3 2021
- New holders
- 245
- 571 more added
- Sold out
- 76
- 176 more reduced
17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting O on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,465 | $46.2B |
| Q1 2026 | 1,448 | $43.5B |
| Q4 2025 | 1,371 | $41.1B |
| Q3 2025 | 1,341 | $43.1B |
| Q2 2025 | 1,288 | $41.0B |
| Q1 2025 | 1,279 | $40.6B |
| Q4 2024 | 1,267 | $36.6B |
| Q3 2024 | 1,245 | $44.2B |
| Q2 2024 | 1,182 | $35.5B |
| Q1 2024 | 1,190 | $36.9B |
| Q4 2023 | 1,156 | $34.9B |
| Q3 2023 | 1,063 | $28.6B |
| Q2 2023 | 1,100 | $33.9B |
| Q1 2023 | 1,116 | $34.8B |
| Q4 2022 | 1,118 | $34.1B |
| Q3 2022 | 1,076 | $29.9B |
| Q2 2022 | 1,091 | $33.8B |
| Q1 2022 | 1,102 | $32.2B |
| Q4 2021 | 1,108 | $32.7B |
| Q3 2021 | 956 | $19.6B |
| Q2 2021 | 934 | $18.6B |
| Q1 2021 | 878 | $16.9B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Southland Equity Partners LLC | 7,879 | $564.0K | 0.23% | −5,103−39.3% | Reduced |
| Sawtooth Solutions, LLC | 7,880 | $564.0K | 0.06% | +758+10.6% | Added |
| Powers Advisory Group, LLC | 7,860 | $563.0K | 0.40% | +7,860 | New |
| Fort Pitt Capital Group, LLC | 7,783 | $557.0K | 0.02% | +7,783 | New |
| Lindbrook Capital, LLC | 7,769 | $556.0K | 0.08% | +4,398+130.5% | Added |
| Gamble Jones Investment Counsel | 7,759 | $555.0K | 0.03% | +540+7.5% | Added |
| 180 Wealth Advisors, LLC | 8,177 | $555.0K | 0.12% | +3,313+68.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,732 | $554.0K | 0.01% | +4,499+139.2% | Added |
| Change Path, LLC | 7,710 | $552.0K | 0.03% | +2,920+61.0% | Added |
| Northcape Wealth Management, LLC | 7,670 | $549.0K | 0.19% | +7,670 | New |
| Blue Fin Capital, Inc. | 7,666 | $548.0K | 0.15% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 7,609 | $545.0K | 0.37% | +7+0.1% | Added |
| IFG Advisory, LLC | 7,602 | $544.0K | 0.05% | +1,455+23.7% | Added |
| Checchi Capital Advisers, LLC | 7,578 | $543.0K | 0.06% | +3,464+84.2% | Added |
| Spreng Capital Management, Inc. | 7,559 | $541.0K | 0.31% | −300−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $539.3K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,358 | $527.0K | 0.10% | −145−1.9% | Reduced |
| Park Avenue Securities LLC | 7,361 | $527.0K | 0.01% | +3,177+75.9% | Added |
| AllSquare Wealth Management LLC | 7,347 | $526.0K | 0.31% | +7,347 | New |
| Lido Advisors, LLC | 7,323 | $524.0K | 0.01% | −125−1.7% | Reduced |
| West Family Investments, Inc. | 7,244 | $519.0K | 0.15% | +2,841+64.5% | Added |
| Coldstream Capital Management Inc | 7,235 | $518.0K | 0.02% | +2,535+53.9% | Added |
| Veriti Management LLC | 7,193 | $515.0K | 0.07% | +1,716+31.3% | Added |
| Harbour Investments, Inc. | 7,064 | $506.0K | 0.03% | −6,167−46.6% | Reduced |
| Rollins Financial | 7,000 | $501.0K | 0.14% | +7,000 | New |
| Ausdal Financial Partners, Inc. | 6,986 | $500.0K | 0.07% | +301+4.5% | Added |
| Benchmark Investment Advisors LLC | 6,900 | $494.0K | 0.41% | +6,900 | New |
| Busey Wealth Management | 6,823 | $489.0K | 0.02% | −811−10.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,816 | $488.0K | 0.04% | +1,631+31.5% | Added |
| Altium Wealth Management LLC | 6,772 | $485.0K | 0.03% | +713+11.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,692 | $479.0K | 0.08% | +4,637+225.6% | Added |
| Fieldpoint Private Securities, LLC | 6,615 | $474.0K | 0.09% | +239+3.7% | Added |
| Financial Partners Group, Inc | 6,824 | $474.0K | 0.10% | +2,493+57.6% | Added |
| Buckingham Strategic Wealth, LLC | 6,579 | $471.0K | 0.01% | +28+0.4% | Added |
| SignalPoint Asset Management, LLC | 6,589 | $471.0K | 0.14% | +151+2.3% | Added |
| Orion Portfolio Solutions, LLC | 6,553 | $469.0K | 0.02% | +614+10.3% | Added |
| Cerity Partners LLC | 6,510 | $466.0K | 0.01% | −22,883−77.9% | Reduced |
| IndexIQ Advisors LLC | 6,516 | $466.0K | 0.02% | −215−3.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,513 | $466.0K | 0.02% | +390+6.4% | Added |
| Townsend Asset Management Corp | 6,467 | $463.0K | 0.22% | +4+0.1% | Added |
| West Paces Advisors Inc. | 6,442 | $461.2K | 0.14% | +347+5.7% | Added |
| Pathstone Family Office, LLC | 6,300 | $455.0K | 0.01% | +1,257+24.9% | Added |
| Colonial River Wealth Management, LLC | 6,350 | $455.0K | 0.24% | +6,350 | New |
| Ballentine Partners, LLC | 6,308 | $452.0K | 0.01% | +2,150+51.7% | Added |
| Ancora Advisors, LLC | 6,289 | $450.0K | 0.01% | +814+14.9% | Added |
| First Heartland Consultants, Inc. | 6,239 | $446.0K | 0.06% | +1,120+21.9% | Added |
| Investmark Advisory Group LLC | 6,161 | $441.0K | 0.41% | +6,161 | New |
| Whittier Trust Co of Nevada Inc | 6,145 | $440.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,151 | $440.0K | 0.04% | +4,323+236.5% | Added |
| Private Trust Co NA | 6,131 | $439.0K | 0.06% | +1,126+22.5% | Added |
| Intersect Capital LLC | 6,084 | $436.0K | 0.08% | +357+6.2% | Added |
| Essex Savings Bank | 6,036 | $432.0K | 0.15% | −20−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,990 | $429.0K | 0.06% | +570+10.5% | Added |
| Transcend Wealth Collective, LLC | 5,932 | $425.0K | 0.04% | +2,029+52.0% | Added |
| Newbridge Financial Services Group, Inc. | 5,861 | $420.0K | 0.20% | +3,131+114.7% | Added |
| NFP Retirement, Inc. | 5,857 | $419.4K | 0.15% | +171+3.0% | Added |
| Siemens Fonds Invest GmbH | 5,797 | $417.0K | 0.03% | +1,956+50.9% | Added |
| Summit Global Investments | 5,817 | $416.0K | 0.03% | +5,817 | New |
| Cooper/Haims Advisors, LLC | 5,697 | $408.0K | 0.25% | 00.0% | Unchanged |
| Veritable, L.P. | 5,705 | $408.0K | 0.01% | +726+14.6% | Added |
| Eudaimonia Advisors LLC | 5,684 | $407.0K | 0.24% | +5,684 | New |
| Johnson Bixby & Associates, LLC | 5,673 | $406.0K | 0.11% | +13+0.2% | Added |
| Berger Financial Group, Inc | 5,650 | $404.0K | 0.05% | +5,650 | New |
| Cross Staff Investments Inc | 5,646 | $404.0K | 0.36% | +5,646 | New |
| MBB Public Markets I LLC | 5,575 | $399.0K | 0.01% | +5,575 | New |
| Cohen Investment Advisors LLC | 5,565 | $398.0K | 0.28% | +37+0.7% | Added |
| Moneta Group Investment Advisors LLC | 5,545 | $397.0K | 0.02% | +966+21.1% | Added |
| Oak Thistle LLC | 5,536 | $397.0K | 0.31% | +5,536 | New |
| SRS Capital Advisors, Inc. | 5,528 | $396.0K | 0.05% | +4,273+340.5% | Added |
| Wesbanco Bank Inc | 5,520 | $395.0K | 0.01% | −170−3.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,515 | $395.0K | 0.10% | +138+2.6% | Added |
| Wetherby Asset Management Inc | 5,482 | $392.0K | 0.02% | +1,839+50.5% | Added |
| Capital Investment Advisors, LLC | 5,437 | $389.0K | 0.01% | +452+9.1% | Added |
| Avidian Wealth Solutions, LLC | 5,428 | $389.0K | 0.02% | +1,156+27.1% | Added |
| Aull & Monroe Investment Management Corp | 5,400 | $387.0K | 0.17% | −198−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,367 | $384.0K | 0.02% | +5,367 | New |
| Vance Wealth, Inc. | 5,319 | $381.0K | 0.37% | +5,319 | New |
| Visionary Wealth Advisors | 5,302 | $380.0K | 0.03% | −595−10.1% | Reduced |
| Toroso Investments, LLC | 5,311 | $380.0K | 0.01% | +1,412+36.2% | Added |
| Sentry Investment Management LLC | 5,280 | $378.0K | 0.10% | +2,166+69.6% | Added |
| Wintrust Investments LLC | 5,266 | $377.0K | 0.04% | +5,266 | New |
| Moseley Investment Management Inc | 5,246 | $376.0K | 0.17% | +141+2.8% | Added |
| Heirloom Wealth Management | 5,501 | $376.0K | 0.32% | +5,501 | New |
| Wealthsource Partners, LLC | 5,243 | $375.0K | 0.03% | +244+4.9% | Added |
| First Commonwealth Financial Corp | 5,224 | $374.0K | 0.12% | +28+0.5% | Added |
| Main Street Financial Solutions, LLC | 5,210 | $373.0K | 0.05% | +5,210 | New |
| Quadrant Capital Group LLC | 5,192 | $372.0K | 0.04% | +2,972+133.9% | Added |
| Financial Advocates Investment Management | 6,107 | $371.0K | 0.03% | −30,844−83.5% | Reduced |
| Allegheny Financial Group LTD | 5,141 | $368.0K | 0.15% | +5,141 | New |
| Mason & Associates Inc | 5,143 | $368.0K | 0.11% | +5,143 | New |
| Western Wealth Management, LLC | 5,065 | $365.0K | 0.04% | +5,065 | New |
| Opus Capital Group, LLC | 5,070 | $363.0K | 0.08% | +629+14.2% | Added |
| RMR Wealth Builders | 5,053 | $363.0K | 0.10% | +1,682+49.9% | Added |
| Sonora Investment Management Group, LLC | 5,056 | $362.0K | 0.04% | +5,056 | New |
| Dividend Assets Capital, LLC | 5,000 | $358.0K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 4,979 | $356.4K | 0.04% | −108−2.1% | Reduced |
| Oxbow Advisors, LLC | 4,970 | $356.0K | 0.03% | −45−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,975 | $356.0K | 0.00% | +4,309+647.0% | Added |
| Keystone Financial Group | 4,958 | $355.0K | 0.06% | +3+0.1% | Added |
| Nations Financial Group Inc, | 4,962 | $355.0K | 0.05% | +4,962 | New |